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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
+7.1%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+258.3%
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
+$18.3M
Cap. Flow %
1.22%
Top 10 Hldgs %
28.33%
Holding
296
New
16
Increased
84
Reduced
111
Closed
11

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$2.92M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$2.15M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$1.53M
2
STX icon
Seagate
STX
+$1.44M
3
ZBRA icon
Zebra Technologies
ZBRA
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

Rank Sector Weight
1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMI icon
176
Kinder Morgan
KMI
$68.7B
$779K 0.05%
26,505
-150
-0.6% -$4.12K
MO icon
177
Altria Group
MO
$114B
$779K 0.05%
13,279
-500
-4% -$29.4K
IAU icon
178
iShares Gold Trust
IAU
$67.5B
$772K 0.05%
12,421
– –
CHD icon
179
Church & Dwight Co
CHD
$24.5B
$765K 0.05%
7,960
+2,900
+57% +$286K
EFA icon
180
iShares MSCI EAFE ETF
EFA
$80.2B
$724K 0.05%
8,097
-1,600
-16% -$137K
CL icon
181
Colgate-Palmolive
CL
$74.4B
$714K 0.05%
7,853
-107
-1% -$9.77K
DGS icon
182
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
$699K 0.05%
12,659
+467
+4% +$23.9K
WY icon
183
Weyerhaeuser
WY
$18.4B
$679K 0.05%
26,433
– –
K
184
DELISTED
Kellanova
K
$671K 0.04%
8,440
-60
-0.7% -$4.9K
AM icon
185
Antero Midstream
AM
$10.1B
$663K 0.04%
35,000
– –
KMB icon
186
Kimberly-Clark
KMB
$36.5B
$654K 0.04%
5,075
-1,068
-17% -$145K
VYM icon
187
Vanguard High Dividend Yield ETF
VYM
$82.8B
$632K 0.04%
4,740
– –
ALLE icon
188
Allegion
ALLE
$14.4B
$626K 0.04%
4,346
– –
ABB
189
DELISTED
ABB Ltd
ABB
$624K 0.04%
10,450
– –
VUG icon
190
Vanguard Morningstar Growth ETF
VUG
$231B
$620K 0.04%
8,484
+1,998
+31% +$132K
PNC icon
191
PNC Financial Services
PNC
$101B
$610K 0.04%
3,270
– –
PODD icon
192
Insulet
PODD
$9.79B
$597K 0.04%
1,900
– –
IWF icon
193
iShares Russell 1000 Growth ETF
IWF
$128B
$596K 0.04%
5,612
– –
SHEL icon
194
Shell
SHEL
$245B
$593K 0.04%
8,419
-83
-1% -$5.56K
ORLY icon
195
O'Reilly Automotive
ORLY
$76.3B
$584K 0.04%
6,480
+4,050
+167% +$369K
DOV icon
196
Dover
DOV
$28.4B
$576K 0.04%
3,141
– –
FAST icon
197
Fastenal
FAST
$59.5B
$571K 0.04%
13,600
-100
-0.7% -$4.06K
SBUX icon
198
Starbucks
SBUX
$120B
$557K 0.04%
6,083
-100
-2% -$8.67K
IJJ icon
199
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.97B
$540K 0.04%
4,370
-166
-4% -$19.5K
WEC icon
200
WEC Energy
WEC
$35.1B
$538K 0.04%
5,213
– –
6 7
8
9 10

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SGM
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CPA
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MCM
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Boston Family Office's Q2 2025 Portfolio in Review

As of Q2 2025, Boston Family Office held 296 positions worth $1.51B, up 6.6% from $1.41B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q2 2025 filing shows 16 new, 84 increased, 111 reduced and 11 closed positions. Its largest new stake was Vanguard Ultra-Short Treasury ETF: 19,569 shares worth $1.48M. The largest sale was IQVIA, an estimated $1.53M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q2 2025 buy was Vanguard Ultra-Short Treasury ETF: 19,569 shares worth $1.48M.
  • Boston Family Office added most to Eli Lilly in Q2 2025, an estimated $2.92M increase.
  • Boston Family Office's biggest Q2 2025 reduction was IQVIA, cutting an estimated $1.53M.
  • Boston Family Office fully exited Seagate in Q2 2025, selling an estimated $1.44M.
  • Boston Family Office's ten largest holdings make up 28% of its $1.51B portfolio in Q2 2025.
  • Boston Family Office opened 16 new positions and closed 11 in Q2 2025.
  • Boston Family Office's portfolio value rose 6.6% quarter-over-quarter to $1.51B.

Based on Boston Family Office's 13F filing for Q2 2025, filed 13 Aug 2025.